Overview
Work History
Education
Skills
Timeline
Generic

Abigail Murphy

Burbank

Overview

5
5
years of professional experience

Work History

Operations Specialist

Wintrust Wealth Management
11.2023 - Current

- Collaborated across departments to identify opportunities for process improvements and increased efficiency.

-Ensure approval of ACH's, wires, journals and account transfers comply with all regulations, policies and procedures

- Efficiently process clients transactions, problems and inquiries

-Answer direct, telephonic or email questions from staff regarding processing procedures and required documentation

-Demonstrate and apply knowledge of adherence to FINRA, FDIC and FCC policy's and procedures

-Consistently applied strong decision making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures.

Office Associate

Wintrust Wealth Management
05.2023 - 11.2023

- Completed clerical tasks such as filing, copying, and distributing mail.

- Developed and maintained spreadsheets in Excel to track and chart information such as invoice payments and materials requested for audits

-Provided clerical support to company employees by copying, faxing, and filing documents.

-Handled sensitive information with discretion, ensuring confidentiality and maintaining trust within the office.

- Processed incoming correspondence promptly while maintaining an organized workspace.

-Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.

-Managed multiple tasks and met time-sensitive deadlines.

Registered Behavior Technician

By Your Side - Autism Therapy Services
04.2020 - 05.2023

- Maintained targeted caseload hours of therapy per week to meet billable hours

- Abide by the RBT ethics code

- Provide direct 1:1 or small group therapy to children and young adults under direction of a board certified behavior analyst

- Collect and maintain accurate records of client performance through data collection and insurance notes in an online data collection platform

- Ensure billing for all appointments through online platform session conversion with in a specific time

- Coordinated with medical and paramedical professionals to provide appropriate input and effectively formulate and implement treatment plans for patients.

Education

Bachelor of Arts - Psychology & Criminal Justice

Saint Xavier University
Chicago, IL
12-2023

Skills

  • Case management
  • Teamwork and collaboration
  • Attention to detail
  • Problem-solving
  • Excellent communication
  • Time management
  • Written communication
  • Analytical thinking
  • Task prioritization
  • Multitasking Abilities
  • Organizational skills

Timeline

Operations Specialist

Wintrust Wealth Management
11.2023 - Current

Office Associate

Wintrust Wealth Management
05.2023 - 11.2023

Registered Behavior Technician

By Your Side - Autism Therapy Services
04.2020 - 05.2023

Bachelor of Arts - Psychology & Criminal Justice

Saint Xavier University
Abigail Murphy